Looking for deeper insight on global markets and economics?  In tonight’s Closer sent to Bespoke clients, we take a look at the drivers of recent selling in the Treasury market, including the composition of interest rates, positioning, and equity sector factors. We also give a complete recap of Governor Brainard’s speech from today, where she outlined the case of the FOMC’s doves, while also dabbling in some macro forecasting we agree with.


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